SP Annual Performance Review 2021 - C
Analysis and Annualised Performance 2020
Lowes ‘Preferred’ Plans are illustrated in brackets
By Product Type
Structured Product Maturities
Capital at Risk
Capital Protected Structured Deposits
Number of Maturities
173 [41] 133 [31] 24 [10]
4 [0]
58 [14]
Number Generated Positive Returns Number Returned Capital Only
2 2 0
28 [7] 30 [7]
Number Lost Capital
16 [0]
0 [0]
Average Duration / Term (Years)
4.53 [5.02]
6.00
5.46 [6.01]
Average Annualised Returns
All Products
4.22% [5.35%] 9.22% [10.49%] -4.01% [0.00%]
1.81% 4.51% 0.00%
1.53% [1.79%] 3.98% [4.34%] 0.00% [0.00%]
Upper Quartile Lower Quartile
FTSE 100 Index only
Structured Product Maturities
Capital at Risk
Capital Protected Structured Deposits
Number of Maturities
86 [27] 77 [20]
1 (0)
31 [13]
Number Generated Positive Returns Number Returned Capital Only
0 1 0
17 [6] 14 [7]
9 [7] 0 [0]
Number Lost Capital
0 [0]
Average Duration / Term (Years)
4.24 [4.75]
6.00
5.33 [6.01]
Average Annualised Returns
All Products
5.68% [4.61%] 8.48% [7.98%] 2.43% [0.00%]
0.00%
1.88% [1.88%] 4.17% [4.40%] 0.00% [0.00%]
Upper Quartile Lower Quartile
- -
Non- FTSE 100 Index only
Structured Product Maturities
Capital at Risk
Capital Protected Structured Deposits
Number of Maturities
87 [14] 56 [11]
3 (0)
27 [1] 11 [1] 16 [0]
Number Generated Positive Returns Number Returned Capital Only
2 1 0
15 [3] 16 [0]
Number Lost Capital
0 [0]
Average Duration / Term (Years)
4.82 [5.54]
6.00
5.6 [6.01]
Average Annualised Returns
All Products
2.78% [6.78%] 9.85% [13.29%] -8.29% [0.86%]
2.41%
1.14% [0.62%]
Upper Quartile Lower Quartile
- -
3.58% 0.00%
7
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